Formitize User Guide

The name of the app is Formitize. It can be found by searching Formitize in your mobile devices App Store.

Submitted forms can be edited on the App and Portal.  User permission must be enabled to do this, Web Portal > Users > View Users > Edit arrow ...

To complete a job in the App go to Jobs > Select the Job >Start Job > Fill out any Forms Attached to the job > Complete > Save/Complete (see ...

The App is designed to be used on a mobile device, out in the field It has much of the same functionality as the Web Portal but is optimized to work on ...

Formitize is optimised to be used on both Apple and Android devices. Device size is up to you as a user / business. Many clients like using an iPad mini...

To Get Started, download the App by searching for Formitize on the: Apple App Store if you use apple devices Or Google Play Store if you use Android devic...

If you lose your phone or tablet, don’t worry, your submitted data is saved in the cloud and backed up so you will not lose any of that information. If you ...

Open the App and click on the settings cog (you can see the settings for the App version whether logged in or not. Under the Settings list, you can ...

To update the app on your device, go to your app store, search for Formitize and select update.  We regularly release new version updates so we encourag...

Syncing ensures all information stored in the App is up to date.  The App will sync automatically when you login, and may automatically sync again after...